Connect Dotdigital and Virtuous CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Dotdigital
Choose an Action
Automatically do this!
- Request a new Action for Virtuous CRM
Enable Integrations or automations with these events of Dotdigital and Virtuous CRM
Enable Integrations or automations with these events of Dotdigital and Virtuous CRM
Actions
Create a List
Creates a list.
Create Contact Data Field
Creates a contact data field within the account.
Refresh Segment
Refreshes a segment.
Send Email Campaign
Send a marketing email to a contact.
Send SMS
Send a marketing SMS to a contact.
Send Transactional Email
Sends a transactional email.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Dotdigital and Virtuous CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Dotdigital triggers actions in Virtuous CRM (or vice versa).
Absolutely. You can customize how Dotdigital data is recorded in Virtuous CRM. This includes choosing which data fields go into which fields of Virtuous CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Dotdigital and Virtuous CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Dotdigital and Virtuous CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Dotdigital
Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.
Learn MoreAbout Virtuous CRM
Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.
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